AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,777
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$7.06M
3
+$5.55M
4
T icon
AT&T
T
+$5.46M
5
META icon
Meta Platforms (Facebook)
META
+$4.77M

Top Sells

1
+$9.14M
2
+$7.92M
3
+$7.5M
4
CMCSA icon
Comcast
CMCSA
+$2.73M
5
WTW icon
Willis Towers Watson
WTW
+$2.36M

Sector Composition

1 Technology 18.44%
2 Financials 14.89%
3 Healthcare 13.01%
4 Consumer Discretionary 10.83%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$504K 0.01%
9,926
+1,024
1027
$504K 0.01%
6,617
+198
1028
$503K 0.01%
6,848
+989
1029
$500K 0.01%
14,124
+1,440
1030
$500K 0.01%
25,427
+11,997
1031
$499K 0.01%
3,193
+374
1032
$499K 0.01%
852
-19
1033
$499K 0.01%
6,849
+797
1034
$497K 0.01%
13,884
+2,997
1035
$496K 0.01%
10,549
+1,133
1036
$494K 0.01%
6,613
+556
1037
$494K 0.01%
14,329
+1,841
1038
$491K 0.01%
14,757
+1,272
1039
$488K 0.01%
3,364
+75
1040
$487K 0.01%
12,588
+1,423
1041
$486K 0.01%
19,452
+8,619
1042
$485K 0.01%
6,407
+685
1043
$485K 0.01%
12,383
+1,708
1044
$485K 0.01%
5,389
+706
1045
$482K 0.01%
8,647
-3,463
1046
$482K 0.01%
37,181
+4,005
1047
$482K 0.01%
10,232
+1,134
1048
$482K 0.01%
17,592
+7,792
1049
$480K 0.01%
+11,799
1050
$479K 0.01%
8,007
+1,028
40 41
42
43 44